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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Paul Senior who wrote (9644)	1/14/2000 8:14:00 AM
From: Madharry	Read Replies (2) \| Respond to of 78667

Teaser of the day: What company has had 9 month revenue growth of 67%, ROE of 43% and sells for 16 times earnings?

To: Paul Senior who wrote (9644)	1/14/2000 10:10:00 AM
From: Ron Bower	Respond to of 78667

Paul, See where you're coming from. When companies become good buys, they weren't good to own. Thanks, Ron

To: Paul Senior who wrote (9644)	1/29/2000 5:35:00 AM
From: Craig Bartels	Read Replies (1) \| Respond to of 78667

Speaking of airline stocks, has anyone looked at HEI(which actually isn't a real airline stock)? It seems the public puts this stock in with all airline stocks, but they seem to have a nitch in the airline industry, with completely different growth rates and competition. Very cheap right now, IMO. CHB

To: Paul Senior who wrote (9644)	1/31/2000 12:50:00 PM
From: Archie Meeties	Read Replies (2) \| Respond to of 78667

I would like to suggest that the good numbers we've seen coming out of airlines represent an anomaly due, in part, to exceptional domestic demand coupled with abnormally low fuel costs. The two are related. The marginal pool of flyers contracts when rates increase as airlines pass on higher fuel costs to customers. At the extreme ends of fuel costs, I view airlines as cyclicals who lag and move inversely to oil prices. MAIR, as noted, may be able to tolerate higher fuel costs better than most. But all will see margins hurt and growth slowed if oil sustains it's current price. FWIW, I don't think it will and am investing as if oil will hover around $20-24. When it does, I will re-evaluate airlines and then think about a purchase during the first full quarter of lower fuel costs. In any case, ng seems the better of the two long term. simmonsco-intl.com -A.